Purchases and Sales Made in Q4 2023 in Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
19+ 0.77% |
$7.84K - $9.1K
|
2.49K
$1.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
19+ 0.82% |
$7.84K - $9.1K
|
2.35K
$1.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19+ 1.74% |
$7.84K - $9.1K
|
1.11K
$662K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Navi Inc.
|
BUY
|
- |
19New |
$7.84K - $9.1K
|
19
$11.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.84% |
$7.43K - $8.62K
|
2.15K
$1.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
17+ 2.69% |
$7.01K - $8.14K
|
649
$388K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
17+ 0.49% |
$7.01K - $8.14K
|
3.52K
$2.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
17+ 0.37% |
$7.01K - $8.14K
|
4.62K
$2.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
BUY
|
- |
17+ 0.33% |
$7.01K - $8.14K
|
5.1K
$3.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
17+ 0.34% |
$7.01K - $8.14K
|
5.03K
$3.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
17+ 0.73% |
$7.01K - $8.14K
|
2.35K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
17+ 3.04% |
$7.01K - $8.14K
|
576
$344K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
17+ 0.35% |
$7.01K - $8.14K
|
4.87K
$2.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
16+ 0.12% |
$6.6K - $7.66K
|
13.8K
$8.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
16New |
$6.6K - $7.66K
|
16
$9.56K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
16+ 0.05% |
$6.6K - $7.66K
|
31.1K
$18.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
15New |
$6.19K - $7.19K
|
15
$8.96K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15+ 0.31% |
$6.19K - $7.19K
|
4.84K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
15+ 0.83% |
$6.19K - $7.19K
|
1.82K
$1.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
14+ 2.66% |
$5.78K - $6.71K
|
540
$323K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
13+ 0.2% |
$5.36K - $6.23K
|
6.58K
$3.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
13+ 1.99% |
$5.36K - $6.23K
|
666
$398K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
12+ 0.81% |
$4.95K - $5.75K
|
1.49K
$890K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
12+ 0.04% |
$4.95K - $5.75K
|
30.9K
$18.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
BUY
|
- |
12+ 133.33% |
$4.95K - $5.75K
|
21
$12.6K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
11+ 0.53% |
$4.54K - $5.27K
|
2.1K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
11+ 0.91% |
$4.54K - $5.27K
|
1.22K
$731K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
11+ 0.79% |
$4.54K - $5.27K
|
1.4K
$837K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
10+ 0.22% |
$4.13K - $4.79K
|
4.65K
$2.78M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
10+ 0.9% |
$4.13K - $4.79K
|
1.12K
$670K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
10+ 0.14% |
$4.13K - $4.79K
|
7.33K
$4.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 0.43% |
$4.13K - $4.79K
|
2.32K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
10+ 1.52% |
$4.13K - $4.79K
|
668
$399K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
10+ 2.2% |
$4.13K - $4.79K
|
465
$278K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
10+ 2.0% |
$4.13K - $4.79K
|
510
$305K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
9+ 0.65% |
$3.71K - $4.31K
|
1.4K
$839K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.41% |
$3.71K - $4.31K
|
2.21K
$1.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.37% |
$3.3K - $3.83K
|
2.19K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
8+ 0.31% |
$3.3K - $3.83K
|
2.61K
$1.56M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
8+ 0.26% |
$3.3K - $3.83K
|
3.13K
$1.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
7+ 1.0% |
$2.89K - $3.35K
|
707
$423K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.71% |
$2.89K - $3.35K
|
992
$593K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.19% |
$2.89K - $3.35K
|
3.64K
$2.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 15.56% |
$2.89K - $3.35K
|
52
$31.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7+ 0.92% |
$2.89K - $3.35K
|
770
$460K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
7+ 0.84% |
$2.89K - $3.35K
|
839
$501K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7+ 1.26% |
$2.89K - $3.35K
|
562
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
7+ 0.05% |
$2.89K - $3.35K
|
13.8K
$8.27M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
7+ 6.14% |
$2.89K - $3.35K
|
121
$72.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6+ 0.47% |
$2.48K - $2.87K
|
1.28K
$766K
|